Wbh Advisory Inc Portfolio Holdings

Wbh Advisory Inc

  • $1.16 Billion
  • Q2 2025

Wbh Advisory Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 334 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $60.4M, Vanguard Information Technolog with a value of $59.8M, Schwab Strategic Tr Us Broad M with a value of $48.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $43.1M, and Technology Sector Spdr with a value of $32.7M.

Examining the 13F form we can see an increase of $92M in the current position value, from $1.06B to 1.16B.

Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $962 Million
Technology: $52.5 Million
Financial Services: $29.5 Million
Industrials: $25.6 Million
Consumer Defensive: $23.8 Million
Consumer Cyclical: $20.4 Million
Healthcare: $15.7 Million
Communication Services: $13.7 Million
Other: $12.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$21 Million 1.82% of portfolio
42,216
Q2 2025 Reduced 28.77%
$3.69T
$14.8 Million 1.28% of portfolio
72,102
Q2 2025 Reduced 4.43%
$621B
$9.05 Million 0.78% of portfolio
18,623
Q2 2025 Reduced 0.73%
$608B
$5.98 Million 0.52% of portfolio
7,671
Q2 2025 Reduced 8.68%
$368B
$5.93 Million 0.51% of portfolio
37,194
Q2 2025 Reduced 1.09%
$439B
$4.95 Million 0.43% of portfolio
5,005
Q2 2025 Reduced 1.28%
$1.21T
$4.24 Million 0.37% of portfolio
24,032
Q2 2025 Reduced 4.67%
$222B
$4.13 Million 0.36% of portfolio
14,142
Q2 2025 Reduced 5.49%
$859B
$3.65 Million 0.32% of portfolio
12,589
Q2 2025 Reduced 10.24%
$2.26T
$3.63 Million 0.31% of portfolio
16,532
Q2 2025 Reduced 0.72%
$452B
$3.35 Million 0.29% of portfolio
21,946
Q2 2025 Reduced 3.45%
$202B
$3.18 Million 0.28% of portfolio
24,121
Q2 2025 Reduced 4.04%
$293B
$2.61 Million 0.23% of portfolio
37,655
Q2 2025 Reduced 7.52%
$281B
$2.38 Million 0.21% of portfolio
24,360
Q2 2025 Reduced 0.9%
$1.78T
$2.48 Million 0.21% of portfolio
3,360
Q2 2025 Reduced 4.08%
$1.24T
$2.35 Million 0.2% of portfolio
13,244
Q2 2025 Reduced 4.61%
$684B
$2.16 Million 0.19% of portfolio
9,875
Q2 2025 Reduced 0.88%
$207B
$2.18 Million 0.19% of portfolio
17,580
Q2 2025 Reduced 7.04%
$40.4B
$2.07 Million 0.18% of portfolio
13,970
Q2 2025 Reduced 3.41%
$405B
$2.05 Million 0.18% of portfolio
5,600
Q2 2025 Reduced 1.53%
$56.3B
$1.99 Million 0.17% of portfolio
6,076
Q2 2025 Reduced 0.91%
$48.5B
$1.99 Million 0.17% of portfolio
1,909
Q1 2024 Added 0.21%
$218B
$1.93 Million 0.17% of portfolio
4,981
Q2 2025 Reduced 0.99%
$61.9B
$1.9 Million 0.16% of portfolio
7,117
Q2 2025 Reduced 4.04%
$17.3B
$1.81 Million 0.16% of portfolio
23,814
Q2 2025 Reduced 0.21%
$548B
$1.87 Million 0.16% of portfolio
3,324
Q2 2025 Added 0.12%
$381B
$1.57 Million 0.14% of portfolio
33,080
Q2 2025 Reduced 3.42%
$153B
$1.47 Million 0.13% of portfolio
2,893
Q2 2025 Reduced 2.85%
$456B
$1.45 Million 0.13% of portfolio
9,169
Q2 2025 Reduced 0.03%
$146B
$1.5 Million 0.13% of portfolio
6,440
Q2 2025 Reduced 3.92%
$95.6B
$1.54 Million 0.13% of portfolio
6,741
Q2 2025 Reduced 9.33%
$367B
$1.44 Million 0.12% of portfolio
10,565
Q2 2025 Reduced 40.13%
$15.6B
$1.41 Million 0.12% of portfolio
11,138
Q2 2025 Added 0.32%
$94.4B
$1.33 Million 0.12% of portfolio
18,780
Q2 2025 Reduced 2.17%
$118B
$1.41 Million 0.12% of portfolio
539
Q2 2025 Reduced 0.37%
$152B
$1.39 Million 0.12% of portfolio
6,257
Q2 2025 Reduced 3.77%
$49.2B
$1.27 Million 0.11% of portfolio
4,314
Q2 2025 Reduced 3.64%
$172B
$1.3 Million 0.11% of portfolio
1,267
Q1 2025 Reduced 4.23%
$306B
$1.27 Million 0.11% of portfolio
17,992
Q2 2025 Reduced 1.16%
$201B
$1.28 Million 0.11% of portfolio
1,630
Q1 2025 Reduced 3.03%
$75.3B
$1.25 Million 0.11% of portfolio
38,260
Q2 2025 Reduced 2.99%
$351B
$1.19 Million 0.1% of portfolio
6,429
Q2 2025 Reduced 6.56%
$229B
$1.18 Million 0.1% of portfolio
8,049
Q2 2025 Reduced 2.44%
$64.4B
$1.1 Million 0.1% of portfolio
4,294
Q2 2025 Reduced 0.88%
$92.8B
$1.03 Million 0.09% of portfolio
3,000
Q2 2024 Reduced 0.13%
$261B
$995,000 0.09% of portfolio
5,465
Q2 2025 Reduced 0.8%
$61.1B
$1.01 Million 0.09% of portfolio
3,166
Q2 2025 Reduced 0.06%
$210B
$992,000 0.09% of portfolio
3,368
Q2 2025 Reduced 9.95%
$22.7B
$1.05 Million 0.09% of portfolio
4,710
Q2 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 334
  • Current Value $1.16 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 185 stocks
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